| Year | Client | Period | Income | Expenses | Doc |
|---|---|---|---|---|---|
| 2026 | THE INDEPENDENCE FUND |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$30,000 | — | |
| 2026 | THE INDEPENDENCE FUND |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
$30,000 | — | |
| 2025 | THE INDEPENDENCE FUND |
4th Quarter (Oct 1 - Dec 31) AMENDED |
$30,000 | — | |
| 2025 | THE INDEPENDENCE FUND |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report |
$30,000 | — | |
| 2025 | THE INDEPENDENCE FUND |
3rd Quarter (July 1 - Sep 30) 3rd Quarter - Report |
$30,000 | — | |
| 2025 | THE INDEPENDENCE FUND |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$30,000 | — | |
| 2025 | THE INDEPENDENCE FUND |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
$30,000 | — | |
| 2024 | THE INDEPENDENCE FUND |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report |
$30,000 | — | |
| 2024 | THE INDEPENDENCE FUND |
3rd Quarter (July 1 - Sep 30) 3rd Quarter - Report |
$30,000 | — | |
| 2024 | THE INDEPENDENCE FUND |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$40,000 | — |
| Client | Filings | Total Income |
|---|---|---|
| THE INDEPENDENCE FUND | 18 | $480,000 |
| LIBERTY UNIVERSITY | 3 | $20,000 |
| Name | Disclosed Prior Position |
|---|---|
| RAYMOND KELLEY |